Elavon Payment Gateway - Navigation User Guide

Transcription

1 Elavon Payment Gateway - Navigation User Guide Version: v1.0

2 Table of Contents 1 Reporting Navigation Menu Options Quick Links Administration The Dashboard Contact Us Feedback... 6 Page 2

3 1 Reporting Navigation Once logged in to the Elavon Payment Gateway Reporting application, the navigation menu is located to the left side of the screen as below. The navigation menu displays all of the sections located within the application. 1.1 Menu Options Field Name Dashboard Transactions Customers Terminal Description The dashboard contains a chart which details your sales and refunds processed as well as showing recent alerts that have appeared on your account. It also shows the number of Customers you have saved in the Elavon Payment Gateway Reporting application and any scheduled payments set up. In this section you can access all transactions that have been processed. This section allows you to store Customer details for recurring payments. More information on this section can be found in the Elavon Payment Gateway Customer User Guide and Elavon Payment Gateway Scheduler User Guides. You can use the Terminal to process Sales, Refunds, Manual transactions and Card Verification transaction types. Note: Refund and Manual transaction types are not setup as default on Page 3

4 your account. Manual Transactions require an authorisation code in order to complete the transaction. Typically, this involves contacting the Elavon authorisation centre by phone. To set up these transaction types please contact the Elavon Payment Gateway Support Team. Fraud Management Settled Reports In the Fraud Management section you can configure fraud rules to assess transaction data. The rules identify negative data, potential conflicts within a transaction s data and check each transaction for patterns in real time. A transaction score is then calculated based on the fraud rules which are enabled within the application. This section allows you to view transactions which have been sent for settlement. In the Reports section you can view reports that have been generated throughout the Elavon Payment Gateway Reporting application. A history of the previous twenty five reports generated will be viewable in this section. 1.2 Quick Links Field Name Pending Description Pending allows you to view transactions that are awaiting settlement. All pending transactions will be sent for settlement at midnight every weekday. However the Friday and Saturday batch will be included in one weekend batch to be sent for settlement at midnight on Sunday night. For more information on batch bank times please contact the Elavon Payment Gateway Support Team. Delayed Voided Failed 1.3 Administration Field Name Client Settings User Management Delayed allows you to view transactions which you have marked as requiring review before sending to Elavon for settlement. You must manually Settle or Void transactions in this section. This section allows you to search and view all voided transactions. Failed allows you to view transactions which have been declined or failed. Please see the Elavon Payment Gateway Response Codes Guide. Description Client Settings allows you to change your Reporting password, amend the Timezone on the application as well as enabling you to add information to be displayed on your hosted payment page. The User Management section allows you to add new users, view and edit existing users and enable user roles and permissions to both new and existing users of the application. Page 4

5 2 The Dashboard The dashboard screen will appear once you have logged into the application. The Settled Transactions Volume Chart located on the dashboard details the volume of Sales and Refunds you have processed. The Alerts section contains errors and alerts which have arisen when trying to process transactions. The Customers section will display the current number of Customer s stored within the application as well as the amount of payment methods you have stored against these Customer details. If your Elavon Payment Gateway Reporting application contains scheduled payments, the homepage also displays the Schedules information. This section details the results in the last batch of scheduled payments which run. The detail will include how many schedules were authorised and how many failed if any. You will also be able to view when your next scheduled payment(s) will run. 1.1 Contact Us The Contact Us option on the bottom left of the menu bar is accessible from every screen. Once the Contact Us option is clicked; the Elavon Payment Gateway contact details will appear as below. Page 5

6 2.1 Feedback To provide Elavon Payment Gateway with any comments or feedback you may have, click on the Feedback button on the bottom left of the menu bar. This will display the screen below which will allow you to enter your feedback. Page 6

7 Elavon Financial Services Limited is registered in Ireland Number Registered Office: Block E, 1st Floor, Cherrywood Business Park, Loughlinstown, Co. Dublin, Ireland. Elavon Financial Services Limited is regulated by the Central Bank of Ireland. United Kingdom branch registered in England and Wales under the number BR Elavon Merchant Services is a trading name of Elavon Financial Services Limited. Directors: Kurt Adams Page 7 (USA), John Collins, Craig Gifford (USA), Bryan Calder (USA), Pamela Joseph (USA), Declan Lynch, John McNally, Malcolm Towlson